See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,427 | $83,337-73.1% | $67,834-66.9% | $273,961-91.8% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 11.53% | 259.45%-247.9pp | 138.47%-126.9pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,283 | $3,287-61.0% | $2,403-46.6% | $4,869-73.7% |
| Participant deferral / active EE | $4,333 | $4,088+6.0% | $3,160+37.1% | $5,287-18.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |